Loraine M. DiSalvo

PRO

Loraine M. DiSalvo

5.0
126 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 10.0

Licensed for 28 years

Estate planning Lawyer at Alpharetta, GA
Practice Areas: Estate Planning, Trusts, Wills & Living Wills ... +2 more

5755 North Point Pkwy UNIT 17, Alpharetta, GA

Virtual Consultation Available

Free Consultation

About Loraine

Biography

Experienced in helping you plan for and deal with life's changes. Call today 678-506-5023.

Practice Areas

5

Practice Areas

Estate Planning 30%

I help clients determine their needs, goals, and desires with regard to the development and implementation of Wills, trusts, powers of attorney, Advance Directives for Health Care, and related documents. This covers helping people create and execute the documents as well as helping them set up appropriate asset ownership and beneficiary designations, so that their plans work as intended.

28 years

30%
Trusts 20%

I help clients create trusts, implement them, and administer them.

28 years

20%
Wills and Living Wills 20%

I help clients create, update, and amend their Wills as needed. Living Wills are now covered by the Advance Directive for Health Care in Georgia, and I help my clients execute those as well as their regular Wills and other estate planning documents.

28 years

20%
Probate 15%

"Probate" is not an adequate description. I help clients open and begin probate and estate administration proceedings and adminster estates.

28 years

15%
Tax 15%

I focus on the gift, estate, and generation-skipping transfer taxes, with a focus on income tax issues as they relate to estate planning and estate/trust administration.

28 years

15%

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Platinum Client Champion
AV Preeminent Peer Review Rating
Client's Choice
Client's Choice
2023 2019 2017
...
+ 3
Top Contributor
Top Contributor
2022 2021 2020
...
+ 8

Licenses

Licensed in Georgia for 28 years

State: Georgia

Acquired: 1997

Active Member in Good Standing

No misconduct found

Location

Morgan & DiSalvo, P.C.

5755 North Point Pkwy UNIT 17, Alpharetta, GA, 30022

morgandisalvo.com

Online Presence

Other places you can find Loraine online.

Loraine M. DiSalvo's Reviews

5 star

(72)

4 star

(0)

3 star

(0)

2 star

(0)

1 star

(0)

Posted by anonymous | November 26, 2025 | Hired Attorney

This review is from a person who hired this attorney.

Outstanding estate planning

Loraine DiSalvo has worked with 3 generations of our family on estate planning and health care powers of attorney. Personalized, thorough, professional work.

Loraine DiSalvo

Replied last December 1, 2025

Thank you very much for your kind review and for taking the time to post it. I've greatly appreciated and enjoyed working with you and your family over the years, and I am glad that you've had good experiences.

Posted by Carol | November 26, 2025 | Hired Attorney

This review is from a person who hired this attorney.

First class estate professional

Loraine is a first class estate attorney. She is an excellent communicator; she is thorough, organized, thoughtful and always puts the client first. We are honored to have worked with her for over a decade on our estate needs and her knowledge base and professionalism puts her at the very top of her ...field.

Loraine DiSalvo

Replied last December 1, 2025

Thank you very much for your kind review, Carol, and for taking the time to post it. I try very hard to live up to the trust and confidence that my clients place in me, and I am so glad that you've had good experiences working with me.

Posted by Kathy | July 15, 2025 | Hired Attorney

This review is from a person who hired this attorney.

Made the creation of my Estate Plan much easier

Loraine spent a lot of time with me and answered all my questions in the first meeting as well as during the process and the final signing meeting. She was very thorough and patient in answering all my questions which made the process of creating an Estate plan much easier. Everyone at the firm was ...great to work with including Kim. Would recommend!

Loraine DiSalvo

Replied last July 17, 2025

Thank you very much for your kind review, Kathy, and for taking the time to post it. It was a pleasure to work with you, and I am so glad that you had a great experience.

Posted by anonymous | June 4, 2024 | Hired Attorney

This review is from a person who hired this attorney.

Outstanding experience and service Estate Planning Attorney Loraine DiSavlo

My husband and I researched 5 different Estate Planning firms in the Atlanta are before we selected Loraine M DiSalvo. The Team at the firm incredibly helpful, supportive, and easy to work with. Loraine’s personalized spot on approach, effort, detail, and care in explaining all aspects of the speci...fic requirements for the family to ensure the best plan / documents. We truly enjoyed working with Loraine and recommend. Loraine thank you for making this estate planning process and associated complicated decisions easy and clear.

Loraine DiSalvo

Replied last June 5, 2024

Thank you very much for the very kind words, and for taking the time to post your review. I am greatly pleased to know that you had a good experience.

Posted by Hay | April 26, 2024 | Hired Attorney

This review is from a person who hired this attorney.

Great Service

Loraine is excellent, very thorough and professional! We've worked with Loraine for years and have great trust in her work and services. She clearly cares about her clients.

Loraine DiSalvo

Replied last May 7, 2024

Thank you very much for the kind words and for taking the time to post your review. I strive to make sure clients have a good experience and am glad to hear I've been successful in your case.

See All Client Reviews

Loraine M. DiSalvo's Lawyer Endorsements

Endorse Loraine
Peter J Weinman headshot
Peter Weinman

Estate planning lawyer | Jun 02

Relationship: Fellow lawyer in community

"Having read (and learned from) many of her answers on Avvo, I am comfortable endorsing this lawyer."

Robert David Arkin headshot
Robert Arkin

Estate planning lawyer | Sep 17

Relationship: Fellow lawyer in community

"Loraine DiSalvo is a very capable lawyer. As a fellow lawyer. who also provides legal services in the areas of estate planning and probate, I can attest to her expertise. I am a lifetime learner, and I often learn from Loraine's sound advice to questions that are posed by users who go to the Avvo site for guidance."

Conner Watts headshot
Conner Watts

Estate planning lawyer | Dec 17

Relationship: Fellow lawyer in community

"I have been privileged to work with Loraine through the Estate Planning and Probate Section of the Atlanta Bar Association. She is highly respected in this space and an example for other estate lawyers in the metro Atlanta area."

Stephanie Reyes headshot
Stephanie Reyes

Estate planning lawyer | Nov 02

Relationship: Fellow lawyer in community

"I endorse this lawyer. Attorney DiSalvo provides a much needed service on Avvo. She donates her time to individuals who are in need of immediately legal answers."

Michael Charles Doland headshot
Michael Doland

Tax lawyer | Feb 01

Relationship: Fellow lawyer in community

"The answers of Ms. DiSalvo are consistently accurate, analytic, and customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."

Edward Ian Hecht headshot
Edward Hecht

Estate planning lawyer | Apr 11

Relationship: Fellow lawyer in community

"I've known Loraine and the other attorneys at her law form for a long time and know the quality of work and care they show for their clients. You would be well represented to become a client of Loraine!"

Isaias Joel Solorzano headshot
Isaias Solorzano

Unknown lawyer | Feb 11

Relationship: Fellow lawyer in community

"I endorse this lawyer. Very knowledgeable!"

John M O'Brien headshot
John O'Brien

Estate planning lawyer | Jul 19

Relationship: Fellow lawyer in community

"An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend her to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of her clients and getting them the most favorable result possible."

Hovanes Margarian headshot
Hovanes Margarian

Estate planning lawyer | Jul 17

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Josie A. Siemon headshot
Josie Siemon

Estate planning lawyer | May 05

Relationship: Fellow lawyer in community

"I highly endorse this lawyer. I have known Loraine for nearly a decade. Loraine is very knowledgable and genuinely cares about her clients."

Joseph Franklin Pippen Jr. headshot
Joseph Pippen

Estate planning lawyer | Mar 18

Relationship: Fellow lawyer in community

"Attorney DiSalvo is a credit to the legal community and to Avvo. She has a superb rating on Avvo and makes extra effort to explain legal answers to those in need of legal information."

Richard Todd Rosenstein headshot
Richard Rosenstein

Unknown lawyer | Jan 30

Relationship: Fellow lawyer in community

"Ms. DiSalvo is a well respected tax and estate planning lawyer in the legal community. She consistently offers sound, practical and correct legal advice in the Avvo forum."

Richard Michael Morgan headshot
Richard Morgan

Estate planning lawyer | Jan 29

Relationship: Co-worker

"Loraine is without any doubt one of the best estate and tax planning attorneys in GA. She is not only an exceptional and brilliant attorney, but her clients lover her as well, a beautiful combination."

Aaron Christopher Harper headshot
Aaron Harper

Estate planning lawyer | Jan 29

Relationship: Fellow lawyer in community

"Top-notch lawyer. Highly respected in the legal community."

Jennifer Gore headshot
Jennifer Gore

Estate planning lawyer | Dec 09

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Zahra S. Karinshak headshot
Zahra Karinshak

Estate planning lawyer | Apr 29

Relationship: Fellow lawyer in community

"I have known Loraine since law school. I do not hesitate to refer clients to Loraine because I know that she will use her incredible smarts, experience, and strong work ethic to represent every client in the best possible way. I strongly endorse Loraine."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Mar 25

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Michael Leo Potter headshot
Michael Potter

Estate planning lawyer | Mar 12

Relationship: Fellow lawyer in community

"Attorney DiSalvo brings a positive attitude towards Estate Planning. She looks over the horizon and tries to anticiate what may later come the client's way. She puts the interests of her clients first and is a credit to the legal profession. I am proud to endorse her as a colleague in the field of Estate Planning."

Jonathan C. Ginsberg headshot
Jonathan Ginsberg

Probate lawyer | Mar 07

Relationship: Fellow lawyer in community

"I met Loraine several years ago when we were both members of an elder care network. On several occasions she was able to assist me by answering questions about wills and probate, when I needed information about these topics in my own practice. When my father passed away in 2008, I hired Loraine to assist my mother and me with the probate process. I was very pleased with the quality of her work and she made a difficult time much more manageable. It has been my pleasure to refer friends and colleagues to Loraine for estate planning and probate and I can recommend her without reservation based on firsthand knowledge."

M. Todd Miller headshot
M. Miller

Estate planning lawyer | Mar 05

Relationship: Fellow lawyer in community

"I endorse this lawyer."

View All Endorsements
Everett L. Morris IV headshot
Everett Morris

Estate planning lawyer

Samuel Jackson Siemon headshot
Samuel Siemon

Divorce and separation lawyer

Josie A. Siemon headshot
Josie Siemon

Divorce and separation lawyer

Frederick Doren Burkey headshot
Frederick Burkey

Car accident lawyer

Jennifer Gore headshot
Jennifer Gore

Personal injury lawyer

Aaron Christopher Harper headshot
Aaron Harper

DUI and DWI lawyer

Richard Michael Morgan headshot
Richard Morgan

Estate planning lawyer

Robert Edwin Turner headshot
Robert Turner

Estate planning lawyer

Jonathan C. Ginsberg headshot
Jonathan Ginsberg

Social Security & Disability lawyer

Tamar Oberman Faulhaber headshot
Tamar Faulhaber

Divorce and separation lawyer

Scott Edward France headshot
Scott France

Bankruptcy and debt lawyer

Joseph H Rosen headshot
Joseph Rosen

Immigration lawyer

Glen Edward Ashman headshot
Glen Ashman

Probate lawyer

Zahra S. Karinshak headshot
Zahra Karinshak

Corporate and incorporation lawyer

Karen Brown Williams headshot
Karen Williams

Family lawyer

Diane Beth Weinberg headshot
Diane Weinberg

Elder law lawyer

Kara Cammerer Fleming headshot
Kara Fleming

Estate planning lawyer

Marcy Ann Millard headshot
Marcy Millard

Family lawyer

Experience

Rating:  10.0 (Superb)

Honors

2026

Best Lawyers, Best Lawyers

2025

Best Law Firms, Best Lawyers

2025

Best Lawyers, Best Lawyers

2025

Five Star Investment Professional, Five Star Professional

2025

Super Lawyers, Thomson Reuters

2024

Five Star Investment Professional, Five Star Professional

2024

Best Law Firms, Best Lawyers

2024

Best Lawyers, Best Lawyers

2024

Super Lawyers, Thomson Reuters

2023

Super Lawyer, Thomson Reuters

2023

Best Lawyers, U.S. News & World Report

2023

Best Law Firms, U.S. News & World Report

2023

Five Star Investment Professional, Five Star Professional

2022

Best Lawyers, U.S. News & World Report

2022

Client Champion Award, Martindale-Hubbell®

2022

AV Preeminent Rated, Martindale-Hubbell®

2022

Five Star Professional, Five Star Professional

2022

Super Lawyer, Super Lawyers

2021

Top Contributor, Avvo

2021

Included in Georgia Super Lawyers for Estate Planning & Probate, SuperLawyers

2021

Five Star Professional, Five Star Wealth Manager

2021

AV- Preeminent, Martindale-Hubbell®

2020

Listed in Georgia SuperLawyers for Estate Planning & Probate, SuperLawyers

2020

Top Contributor, Avvo

2020

Five Star Wealth Manager, Five Star Professional

2020

AV- Preeminent, Martindale-Hubbell®

2019

AV Preeminent Rated, Martindale-Hubbell®

2019

Five Star Wealth Manager, Five Star Professional & Atlanta Magazine

2019

Included in Georgia Super Lawyers for Estate Planning & Probate, SuperLawyers

2019

Top Contributor, Avvo

2018

Included in Georgia Super Lawyers for Estate Planning & Probate, SuperLawyers

2018

AV Preeminent Rated, Martindale-Hubbell

2018

Five Star Professional and Atlanta Magazine, Five Star Professional

2018

Top Contributor, Avvo

2017

Five Star Professional, Atlanta Magazine & Five Star Professional

2017

Included in Georgia Super Lawyers for Estate Planning & Probate, SuperLawyers

2017

Top Contributor, Avvo

2017

AV Rated, Martindale-Hubbell

2016

AV Rated, Martindale-Hubbell

2016

Five Star Professional, Atlanta Magazine & Five Star Professional

2016

Included in Georgia SuperLawyers for Estate Planning & Probate, SuperLawyers

2016

Legal Elite, Georgia Trend Magazine

2016

Top Contributor, Avvo

2015

Top Contributor, Avvo

2015

Five Star Professional, Atlanta Magazine & Five Star Professional

2015

AV Rated, Martindale-Hubbell

2015

Included in Georgia Super Lawyers for Estate Planning & Probate, Super Lawyers

2014

AV Rated, Martindale-Hubbell

2014

Included in Georgia Super Lawyers for Estate Planning & Probate, Super Lawyers

2014

Five Star Wealth Manager, Atlanta Magazine

2014

Top Contributor, Avvo

2013

Five Star Wealth Manager, Atlanta Magazine

2013

Included in Georgia Super Lawyers for Estate Planning & Probate, Super Lawyers

2013

AV Rated, Martindale Hubbell

2012

Five Star Wealth Manager, Atlanta Magazine

2011

Committee Star, Georgia Association for Women Lawyers

2011

Five Star Wealth Manager, Atlanta Magazine

2011

AV Rated, Martindale-Hubbell

2010

AV Rated, Martindale-Hubbell

2010

Five Star Wealth Manager, Atlanta Magazine

2009

AV Rated, Martindale-Hubbell

Work Experience

1997 - Present

Attorney, Morgan & DiSalvo, P.C.

Associations

2011 - Present

Atlanta Estate Planning Council

Member

2010 - Present

Estate Planning Council of North Georgia

Member

2005 - Present

Stonewall Bar Association

Member

2005 - Present

Atlanta Bar Association, Estate Planning and Probate Section

Member

2005 - Present

North Fulton Bar Association

Member

2005 - Present

Atlanta Bar Association - Small Firm/Solo Practitioner Section

Member

2005 - Present

Georgia Association for Women Lawyers

Member

1998 - Present

American Bar Association - Real Property, Probate, & Trust Section

Member

1997 - Present

State Bar of Georgia

Member

1994 - Present

American Bar Association - Taxation Section

Member

2024 - 2025

Estate Planning Council of North Georgia

President & Board Member

2022 - 2023

Estate Planning Council of North Georgia

Vice President of Programs & Board Member

2016 - 2021

Estate Planning Council of North Georgia

Board Member

2015 - 2022

Professional Women's Information Network, Inc. (ProWIN)

Advisory Board Member

2014 - 2014

Professional Women's Information Network, Inc.

Board Member-at-Large

2013 - 2014

Atlanta Bar Association, Estate Planning and Probate Section

Immediate Past Chair

2013 - 2016

Atlanta Bar Association

CLE Board of Trustees - Member at Large

2013 - 2014

Professional Women's Information Network, Inc.

Immediate Past President

2012 - 2013

Atlanta Bar Association, Estate Planning & Probate Section

Chair

2011 - 2012

Atlanta Bar Association, Estate Planning & Probate Section

Vice-Chair/Chair Elect

2011 - 2013

Professional Women's Information Network, Inc. (ProWIN)

President

2010 - 2011

Atlanta Bar Association, Estate Planning and Probate Section

Treasurer

2010 - 2016

International Academy of Collaborative Professionals

Member

2010 - 2016

Collaborative Law Institute of Georgia

Member

2010 - 2011

Professional Women's Information Network, Inc. (ProWIN)

President-Elect

2009 - 2010

Atlanta Bar Association, Estate Planning and Probate Section

Secretary

2008 - 2011

Georgia Association for Women Lawyers

North Fulton Neighborhood Networking Breakfast Host & Co-Founder

2007 - 2009

Atlanta Bar Association, Estate Planning and Probate Section

Board Member-At-Large

2006 - 2014

Professional Women's Information Network, Inc. (ProWIN)

Board of Directors

2006 - 2009

Professional Women's Information Network, Inc. (ProWIN)

Treasurer

Sample of Legal Cases

Estate Administration with Medicaid Recovery Issue

Resolved

Delaware Perpetual Dynasty Trust

Trust established

See More Legal Cases

Education

1997

Emory University School of Law

JD - Juris Doctor (with distinction)

1994

Georgia State University

BA - Bachelor of Arts (cum laude; with distinction in History)

Speaking Engagements

2018

The WISE Group 2018 Atlanta conference

Charitable Giving Under the 2017 Tax Act

2018

Atlanta Bar Association, Estate Planning & Probate Section, August 2018 breakfast

Endless Summers: Planning to Keep the Vacation Home in the Family

2017

The WISE Group

Trust, Conservatorship, & Guardianship Related Disputes Are Going To Explode In Number In the Future

2014

Federal Tax Day Seminar

The Top 10 Estate Facts that ALL CPAs Must Know

2014

Federal Tax Day Seminar

Understanding the Basics of the Most Common Trusts

2014

Estate Planning Conference

Estate Planning's New Paradigm

2013

Special Presentation

The 2012 Tax Act: Estate Planning Game Changer?

2010

There's Joy In Planning for the Future Estate Planning

Publications

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Deceased LinkedIn Member

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Selling Unneeded Cemetery Plots

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Mom Left No Will

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Mother’s Jewelry

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Selling Mother’s House

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Releasing an Executor from liability

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Putting Car in My Name

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Lot in Deceased’s Name

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Transfer of Property Deed

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Distribution of Jointly Owned Property

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Probate costs

2022

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Administrator amendment

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Navigating Probate

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Trusts and EINs

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Benefitting From a Trust

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Deeds Versus Wills

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Petition for Letters of Administration

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Petition for Letters of Administration

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Contesting a Year’s Support Petition

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Petition to Probate

2021

The Passionate Planner: Morgan & DiSalvo's newsletter New Funeral Expense Reimbursement Available for COVID 19 Victims

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Family Home

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Another Day, Another Real Life Estate Drama

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Tax-free Gifts

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: How Does a “Double Death” Affect Asset Distribution?

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Joint Bank Accounts

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Navigating Probate

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Out-of-state-probate

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Reaching Your Attorney

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Texts and Wills

2021

The Passionate Planner: Morgan & DiSalvo's newsletter Q&A with Loraine: Adding a Child’s Name to a House Deed

2016

The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - December 2016 Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

2016

The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - July 2016 Back to the Basics: First Party vs. Third Party Asset Protection

2016

The Passionate Planner: Morgan and DiSalvo, P.C.'s newsletter - August 2016 Georgia 529 Plans Get Even Better For Married Couples

2015

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter The Essence of Estate Planning: Let the Journey Begin (Updated August, 2015)

2015

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction- (Updated June 2015)

2015

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter VA Benefits FAQ

2015

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Special Needs Trust Accounts Created Under the ABLE Act

2015

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Primer on Special Needs Trusts

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2014 Preparing for Incapacity: The Documents You Need and Traps to Avoid

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014 The Essence of Estate Planning: Let the Journey Begin

2014

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2014 “Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware!

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter July 2014 Casey Kasem: Lessons Learned at the End of Life

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Sep 2014 Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Estate Planning – The Big Picture, but Critically Important, Issues.

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter What is a Trust?

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Planning for Incapacity and Death

2014

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Estate Planning is Not a One-Time Event

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter October 2013 Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2013 Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2013 What is a Trust?

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter September 2013 IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter December 2013 When Mom Isn't Quite Right: Aging and Incapacity

2013

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2013 Basic Estate Planning Topics: What is a Self-Proving Affidavit, and Why Does My Will Need One?

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Planning for the Protection of the Elderly or Disabled

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Ethical Wills Revisited: What you really want to communicate to your loved ones

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Importance of Proper Asset Ownership and Beneficiary Designations

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Revocable Living Trusts

2012

Estate Planning for Blended Families - Let Me Count The Ways Estate Planning for Blended Families - Let Me Count The Ways

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Estate Planning for Blended Families - Let Me Count The Ways

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Planning for the Protection of the Elderly or Disabled

2012

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Common Pitfalls When Planning Estates for Families with Special Needs Children

2012

2011

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part Two

2011

The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part One

2007

Handout presented at Rainbow Wedding Network Expo Estate Planning - Focus on Same Sex Couples

Languages

English

Activity

Top Contributor

Loraine earned significant contribution points in 2022.

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution